Data shown is for informational purposes only and does not constitute investment advice. TopFund is not SEBI-registered. Consult a SEBI-registered advisor before investing.
Union Low Duration Fund - Regular Plan - IDCW Option
Union Mutual Fund · Income/Debt Oriented · Ultra Short to Short Term Fund
₹10.16
AUM: —
NAV updated 13 days ago
Plan
Regular
Option
Idcw
Risk
Low to Moderate
Sharpe Ratio
-1.33
Std Dev (1Y)
4.48%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+0.36%
3m
-2.72%
6m
-1.57%
1y
+0.79%
3y
—
5y
—
10y
—
since inception
+1.24%
TopFund's Take on Union Low Duration Fund - Regular Plan - IDCW Option
Union Low Duration Fund - Regular Plan - IDCW Option is a Ultra Short to Short Term Fund fund from Union Mutual Fund.
Cost: Expense ratio data for this fund isn't available yet.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -1.33 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 4.48% is on the lower side for a Ultra Short to Short Term Fund fund, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Income/Debt Oriented fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Sector allocation not available yet.
Asset Allocation
Asset allocation not available yet.
Fund Snapshot
Similar Funds
Aditya Birla Sun Life Low duration Fund - Growth - Direct Plan
Aditya Birla Sun Life Mutual Fund
Kotak Low Duration Fund - Direct Plan - Weekly - Reinvestment & Payout of Income Distribution cum Capital Withdrawal Option
Kotak Mahindra Mutual Fund
ICICI Prudential Savings Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund
Sundaram Low Duration Fund (Formerly Known as Principal Low Duration Fund) - Direct Plan - Growth Option
Sundaram Mutual Fund
Nippon India Low Duration Fund - Direct Plan Growth Plan - Growth Option
Nippon India Mutual Fund
Mahindra Manulife Low Duration Fund - Direct Plan -Growth
Mahindra Manulife Mutual Fund
Tools & Guides for This Fund
Frequently Asked Questions about Union Low Duration Fund - Regular Plan - IDCW Option
The current NAV (Net Asset Value) of Union Low Duration Fund - Regular Plan - IDCW Option is ₹10.16. NAV is updated every business day after market close by AMFI.
1Y: 0.79%
Expense ratio data for Union Low Duration Fund - Regular Plan - IDCW Option is not yet available.
Union Low Duration Fund - Regular Plan - IDCW Option is managed by Union Mutual Fund.
Union Low Duration Fund - Regular Plan - IDCW Option is classified as a Low to Moderate risk fund. It is suitable for investors with a moderate risk appetite.
Union Low Duration Fund - Regular Plan - IDCW Option is a Ultra Short to Short Term Fund fund. SIP suitability depends on your investment goal and risk profile.
You can start a SIP in Union Low Duration Fund - Regular Plan - IDCW Option with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
Discussion
User-generated content — not investment advice, and not verified or endorsed by TopFund.
No comments yet — start the discussion.